PaymentWorks 

PaymentWorks

This is the system used by Utah State University (USU) to manage who receives money (stipends, participant support, travel reimbursements, etc.)  You can manage whether you receive these by mail or by direct deposit (also called ACH).  Emails are sent by the system, which frequently go to junk mail.  It will ask for things like your legal name, address, tax information, and payment preferences.  A live person will verify the information and then you will receive a final email that it is completed.  

Anyone receiving money from USU who is not on a USU scholarship, assistantship, or Payroll will need to register.  

This includes participants who are self-advocates or parents/family members who participate with URLEND.  

PaymentWorks has an extensive information system for questions you might have.   A web search with the words PaymentWorks along with a word or phrase often brings up a response.  Their resource library is located at https://community.paymentworks.com/payers/s/ .

****  KEEP a current mailing address in PaymentWorks.  We recommend a permanent address, such as a parent's, if you are a student.  Reach the system at PaymentWorks.com (or click the logo at the top of the page)

INSTRUCTIONS - REGISTRATION

You will receive emails from PaymentWorks and these often go to junk mail.  

1. You will first get an email to join/verify your email.  Follow the instructions given.  This should be a simple email entry and PaymentWorks will send you an email asking you to verify what you entered.  You will click on the verificaton link.

2. You will then receive another email.  This will tell you that your email address is verified and you are now able to go into PaymentWorks to enter the information.  This involves providing information to make a payment to you such as contact information and some financial related questions.  Please know the system is very secure and there are only a few people within Utah State University who can see what you entered - this is because they have to do a final approval and make sure everything is accurate.  

3. Fill out ALL the information.  The system thinks of you as a business and the words are confusing.  Any time it says business or vendor or company, that just means you as a person.  Some tips:

   1. 1. • • Company name = your full name (example Harry James Potter)

           • EIN = your social security number

           • Tax Classification = Individual

           • To have your check sent as direct deposit, set up “ACH Information” where it asks.   Otherwise, a check will go out in the mail. 

           • Make sure to enter BOTH a Remittance Address and an Order Address. 

4. You will get an email once you are approved.  A person within the USU Business Office will manually check what you entered.  If there is a question, an email will come from PaymentWorks telling you what the question is.  If you get an email, even if it is a yes/no question with no additional steps you need to take, you will need to go back in to the system and click "Submit".  

If you receive more than $600 in a calendar/tax year from Utah State University, you will receive a 1099 form for tax purposes.  Anything under $600 you do not receive one.   Much of the needed information within PaymentWorks is to make sure the university has the information needed in case they need to generate a tax form and to ensure there is not fraudulent activity.  There is no way for them to provide a check directly to you without PaymentWorks being completed.  

Address and Name Changes

1. Log in then click on "Company Profile" (top right corner).  On the left side will be tabs.  

   1. NAME:  Check your Legal Name as well as your DBA name.  

2. ADDRESS: Your address can be changed in this section also.  You need to change in 3 spots for Corporate, Remittance, and Order.  Please check that all of them are changed.